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Charles Schwab
SCHW

Overview Fund Activity

1,558 hedge funds and large institutions have $112B invested in Charles Schwab in 2022 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 601 increasing their positions, 585 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,558
Holders Change
+61
Holders Change %
+4.07%
% of All Funds
24.66%
Holding in Top 10
87
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.75%
% of All Funds
1.38%
New
166
Increased
601
Reduced
585
Closed
90
Calls
$633M
Puts
$787M
Net Calls
-$154M
Net Calls Change
-$107M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.94B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$988M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$617M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$305M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$254M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.19B
2
Primecap Management
Primecap Management
California
-$890M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$362M
4
Citigroup
Citigroup
New York
-$316M
5
Parnassus Investments
Parnassus Investments
California
-$284M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1451
Tradewinds Capital Management
Washington
$33K +$85 +1 +0.3%
JPLA
1452
Joseph P. Lucia & Associates
New York
$33K +$33K +390 New
AP
1453
Arlington Partners
Alabama
$32K – – –
WAM
1454
Worth Asset Management
Texas
$32K +$32K +500 New
WTA
1455
Washington Trust Advisors
Massachusetts
$31K -$12K -141 -28%
AWM
1456
AllSquare Wealth Management
New York
$30K +$752 +9 +3%
RBC
1457
Roble Belko & Company
Pennsylvania
$30K +$30K +350 New
EIM
1458
Essex Investment Management
Massachusetts
$29K – – –
LAS
1459
Lloyd Advisory Services
Georgia
$29K – – –
CM
1460
Caption Management
Oklahoma
$29K +$29K +341 New
HS
1461
Horan Securities
United States
$27K – – –
IBOK
1462
Independence Bank of Kentucky
Kentucky
$27K – – –
GI
1463
Gradient Investments
Minnesota
$27K +$5.57K +65 +26%
PGAM
1464
Princeton Global Asset Management
New Jersey
$27K +$13.8K +164 +104%
SWM
1465
Sugarloaf Wealth Management
Georgia
$26K -$56.1K -669 -68%
SC
1466
Steph & Co
Wisconsin
$25K – – –
BAM
1467
Bellevue Asset Management
Washington
$24K -$22K -257 -48%
SC
1468
Sierra Capital
Florida
$24K -$3.61K -43 -13%
IRC
1469
Investors Research Corp
Georgia
$24K – – –
BONH
1470
Bank of New Hampshire
New Hampshire
$24K +$24K +290 New
T
1471
TOBAM
France
$23K -$3.7M -43,728 -99%
GIA
1472
Goodwin Investment Advisory
Georgia
$23K +$23K +268 New
SGAM
1473
Smith Group Asset Management
Texas
$21K -$1.2K -14 -5%
CWM
1474
Curi Wealth Management
North Carolina
$21K +$20.3K +246 +2,733%
PWMG
1475
Prestige Wealth Management Group
New Jersey
$20K -$1.02K -12 -5%
57 58
59
60 61